BIOINVEST BREAKING NEWS – VKTX reported excellent data this morning with VK2735 showing a 22% placebo-adjusted weight loss at 33 weeks without a plateau in their maintenance dosing trial. (…more)
BIOINVEST BREAKING NEWS – Celldex (CLDX) — After the close, CLDX announced that treatment with barvolvolimab (“barzo”) did not work in the Phase IIb trial in prurigo nodularis (PN). While barzo significantly and safely depleted mast cells, PN is complex immune-mediated neurological condition that is not obviously driven by primarily mast cells – which urticaria is. (…more)
BIOINVEST BREAKING NEWS – PGEN reported excellent Papzimeos Q4 revenue with an even better projection for $18 million in Q1. The company reported strong revenue growth, with Q4 2025 net product revenue at $3.4 million and expected Q1 2026 revenue to exceed $18 million. (…more)
BIOINVEST BREAKING NEWS – Wave’s stock took off after they released the initial INLIGHT data readout for WVE-007 (INHBE siRNA) which ushers in a new player in the obesity landscape. Based on today’s outstanding obesity data, the body “muscle sparing” profile validates INHBE as a novel mechanism of action (MOA) and also de-risks Wave’s RNAi platform. (…more)
BIOINVEST BREAKING NEWS – Celldex (CLDX) — This morning – CLDX announced that both Phase III registration trial of barzolvolimab (“barzo”) met their primary endpoints with high statistical significance (p<0.00001); unequivocal data and Best-In-Class profile. BUY (...more)
BIOINVEST BREAKING NEWS – Ionis (IONS) IONS and their partner AZN are both down on negative trial results from CARDIO-TTRansform. The trial failed to meet its primary endpoint of the composite outcome of cardiovascular (CV) mortality and recurrent CV clinical events in ATTR-CM patients through Week-140. (…more)
BIOINVEST BREAKING NEWS – Celldex (CLDX) — The Barzo Train Has Left The Station – Phase III Trials Enroll Well Ahead Of Schedule — This morning, CLDX announced that the two Phase III trials for barzovolimab (“barzo”) in chronic spontaneous urticaria (CSU) have completed enrollment six months ahead of schedule. (…more)
BIOINVEST BREAKING NEWS – Skye (SKYE) – On a negative note, Nimacimab’s Phase II study missed its primary endpoint, with a much lower/negligible effect on weight loss at Week 26 (-1.26%, n.s.) than expected. The monotherapy trial failure was attributed to (…more)
BIOINVEST BREAKING NEWS – Skye (SKYE) – SKYE has announced a complete pivot away from Nimacimab and is merging with private U.K company Redx Pharma. The combined company will be named Fibrex Therapeutics and will focus on developing Redx’s fibrosis portfolio. (…more)
BIOINVEST BREAKING NEWS – WVE has announced new data from the Phase 1 portion of its first-in-human INLIGHT trial evaluating WVE-007 in otherwise healthy individuals living with overweight or obesity. After six months of follow-up, a single 240 mg dose led to further improvements in body composition, (…more)
BIOINVEST BREAKING NEWS – VKTX reported yesterday that a productive end of Phase II meeting with the FDA will allow the company to advance ‘2735 oral directly into Phase III development without another Phase II. (…more)
BIOINVEST BREAKING NEWS – Viking (VKTX) – On a positive note, MTSR’s preliminary merger proxy statement released today and stated there were up to seven interested parties and three companies with bids offered, including PFE. (…more)
